I have many transactions that are not tied to a specific property or portfolio and would like to be able to assign them to either a parent portfolio, or generically “all properties”, or “business”. I understand that I can split a transaction, but that is not a quick and easy thing to do when you have to figure out how much of a transaction goes to which portfolio, nor can it be auto-assigned for future transactions.
Thank you for your feedback. We’ll be sure to share this with our Product team. We understand the need for more flexible transaction assignment options and appreciate your insights on how this could improve the process.
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